The presentation will include an overview of estate planning vehicles including Wills, Trusts, Powers of Attorney and Living Wills, as well as discussions regarding applicable Arizona law, information needed from clients, client interactions, family considerations, community property, funding of Trusts, and basic tax considerations. The materials will include several forms, including a form engagement letter, client questionnaire, trust funding letter, and powers of attorney. This course is designed for new attorneys and attorneys who want to become more knowledgeable in this area.

This will be a virtual CLE presented through Zoom.

Presenters:
Hillary P. Gagnon, Jennings Haug & Cunningham LLP
Lisa M. Paine, Jaburg & Wilk, P.C.